Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Alphabots India 100 vs SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Right Horizons - Alphabots India 100
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Add SchemeGrowth of ₹1 Crore
Right Horizons - Alphabots India 100
SC Autograph Vibrant India Equity Portfolio (erstwhile Long Term Value Compounder)
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
4.29%
12.27%
6 Months
2.17%
−1.13%
1 Year
7.07%
6.59%
3 Years
15.12%
20.44%
5 Years
—
16.17%
Since Inception
19.80%
13.07%
Fund Age
7 yrs 3 mo
15 yrs 3 mo
AUM
₹7.19 Cr
—
Alpha – 1 Year
7.50%
6.87%
Alpha – 3 Years
6.56%
9.23%
Information Ratio – 3 Years
1.22
1.61
Volatility – 1 Year
19.38%
20.58%
Volatility – 3 Years
16.31%
16.59%
Beta – 1 Year
1.18
1.21
Beta – 3 Years
1.13
1.13
Sharpe Ratio – 1 Year
0.17
0.15
Sharpe Ratio – 3 Years
0.62
0.90
Worst Rolling Year
14.31%
13.98%
Value at Worst Rolling Year
₹1.14 Cr
₹1.14 Cr
Deepest Drawdown
−17.66%
−16.19%
Recovery Period
308 days
122 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
16.29%
19.62%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 73% · M 25%
L 73% · M 20% · S 7%
Number of Stocks
100
23
Portfolio P/E
27.01
35.58
Top 5 Holdings
Eternal Ltd · 3.69%
IDFC First Bank Ltd · 3.57%
Cholamandalam Investment & Finance Company Ltd · 3.50%
IndusInd Bank Ltd · 3.03%
Asian Paints Ltd · 2.92%
Hitachi Energy India Ltd · 8.58%
Trent Ltd · 7.52%
Nippon Life India Asset Management Ltd · 6.80%
Reliance Industries Ltd · 5.93%
ICICI Bank Ltd · 5.40%
Top Sectors
Financial Services · 32.97%
Capital Goods · 9.55%
Automobile and Auto Components · 9.39%
Financial Services · 35.31%
Capital Goods · 8.58%
Information Technology · 8.53%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1.5% / 1% / 0.5%